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Global Retirement Partners’s BOK Financial BOKF Stock Holding History

Global Retirement Partners’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$16.4K Buy
154
+151
+5,033% +$16.9K ﹤0.01% 2191
2024
Q3 		$314 Buy
3
+1
+50% +$101 ﹤0.01% 3335
2024
Q2 		$183 Buy
+2
New +$181 ﹤0.01% 3422

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Global Retirement Partners's BOKF Position: Q4 2024 in Review

Global Retirement Partners increased its BOK Financial (BOKF) stake by 5,033% in Q4 2024, buying an estimated $16.9K and bringing the position to 154 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2191.

Global Retirement Partners first reported a position in BOKF in Q2 2024 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold BOKF as of Q4 2024.

  • Global Retirement Partners held 154 shares of BOK Financial worth $16.4K as of Q4 2024.
  • Global Retirement Partners bought 151 BOK Financial shares in Q4 2024, an estimated $16.9K.
  • BOK Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2191 holding.
  • Global Retirement Partners first reported a position in BOK Financial in Q2 2024 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held BOK Financial as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.